Recognition Program updates previously attained levels to incorrect amount

When reaching a new recognition level in a Recognition Program, the record is updated with the new level, which is added to the list of levels achieved.  However, the previously attained levels, which should remain the same, are being recalculated an incorrect amount.

Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch. 

Steps to Duplicate

  1. Create an Annual giving Recognition Program with several levels (at least 3, as this example adds 3 payments moving through 3 levels) – only need to include Donor revenue and Donor recognition, no minimum amount, no selection, no designation filter

  2. Create a Recognition Process that will process revenue for this Program

  3. Add a new constituent

  4. Add a payment that will qualify the constituent for the first level (does not have to be exact amount of level)

  5. Run the Recognition Process

  6. Go to the Recognition Program on the constituent record

  7. Observe the first level is achieved with the recognition amount = to the donation just made

  8. Add a new payment that will qualify the constituent for the second level (does not have to be exact amount of level)

  9. Run the Recognition Process

  10. Go to the Recognition Program on the constituent record

  11. Observe the first and second levels are achieved with the recognition amount of the first remaining the same, and the recognition amount of the second equal to the total of the two donations just made

  12. Add a new payment that will qualify the constituent for the third level (does not have to be exact amount of level)

  13. Run the Recognition Process

  14. Go to the Recognition Program on the constituent record

  15. Observe the first, second, and third levels are achieved, but the recognition amounts have changed to incorrect amounts on the first two.

Environment

 Blackbaud CRM
 4.0
 4.0
 Service Pack 9

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